Agent skill

Mifid Profiling

by SilvioBaratto in SilvioBaratto/optimizer

MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency /…

Custom licenceAuto-check passedDevelopment

Install Mifid Profiling

skills CLI
$ npx skills add SilvioBaratto/optimizer --skill mifid-profiling -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install SilvioBaratto/optimizer mifid-profiling --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/SilvioBaratto/optimizer.git skills-src && mkdir -p .claude/skills && cp -r skills-src/fund/src/fund/skills/mifid-profiling .claude/skills/mifid-profiling && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
mifid-profiling
GitHub stars
176
Token cost
~798 tokens
SKILL.md length
308 words
Files
2
Skills in repo
10
Repo updated
First seen
Licence
Custom licence

At a glance

MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency /…

  • Works in 5 steps: Conduct the four ESMA pillars (see… → Normalise free-text / ambiguous answers… → Check consistency — flag contradictions… → …
  • Tasks that involve Performance optimization
  • SKILL.md covers Procedure, Boundaries and Deeper detail
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Mifid Profiling is an agent skill from SilvioBaratto/optimizer. MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency / anti-overconfidence check, then call the deterministic buildconstraintset mapping to produce the persisted ConstraintSet. Load whenever profiling a client, building or amending a risk profile, mapping a suitability questionnaire to optimizer constraints, or deciding a client's risk tolerance / loss capacity / ESG exclusions…

Its SKILL.md is about 800 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `reference.md`).

It sits in Development, covering Performance optimization. The repository describes itself as: Quantitative portfolio construction and optimization platform built on skfolio and scikit-learn.

When your agent uses it

  • Tasks that involve Performance optimization

Example prompts

  • “/mifid-profiling”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Conduct the four ESMA pillars (see QUESTION_BANK in
  2. Normalise free-text / ambiguous answers into a typed MiFIDAnswers via
  3. Check consistency — flag contradictions (e.g. "max growth" + "cannot lose
  4. Map with build_constraint_set(answers, portfolio_id=…, base_currency=…)
  5. Confirm, then persist — pause at the HITL gate. On adviser approval, the

What it can do on your machine

Read from SKILL.md and the folder at commit 63e897b. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Mifid Profiling loads about 798 tokens when it runs. Until then it costs about 162 tokens; SKILL.md has 308 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~162
When it runs · the whole SKILL.md, loaded when a task matches
~798

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 308 words (~798 tokens).

“The runtime step 0 of the fund bridge. It turns a MiFID II suitability questionnaire into the risk profile every later agent reads. Two layers, and the split is load-bearing:”

— opening of SKILL.md by SilvioBaratto, Custom licence
name
mifid-profiling

Read the full SKILL.md on GitHub

Files

SKILL.md and 1 other file in fund/src/fund/skills/mifid-profiling of SilvioBaratto/optimizer.

  • SKILL.md
  • reference.md

Open the folder on GitHubat commit 63e897b

Compare with similar skills

Mifid Profiling next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Mifid Profiling compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Mifid Profiling this skillSilvioBaratto/optimizer176—~798Automated safety check: PassCustom licence
Code Review ChecklistshareAI-lab/learn-claude-code78k5 repos~1.1kAutomated safety check: PassMIT
LLM Torch Profiler Analysissgl-project/sglang37k2 repos~6.4kAutomated safety check: PassApache-2.0
Pycrazyguitar/pysheeet8.2k—~886Automated safety check: PassMIT
Cmux Debugging Guidemanaflow-ai/cmux28k1 repos~1.1kAutomated safety check: PassCustom licence
Electron Heap Snapshot Analysiskeybase/client9.3k—~875Automated safety check: PassBSD-3-Clause

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Categories

Questions about Mifid Profiling

What does Mifid Profiling do?

MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency /…. Mifid Profiling is an agent skill from SilvioBaratto/optimizer. MiFID II suitability profiling (runtime step 0) — conduct the four-pillar questionnaire, normalise a client's free-text answers into a typed MiFIDAnswers record, run the inconsistency / anti-overconfidence check, then call the deterministic buildconstraintset mapping to produce the persisted ConstraintSet.

When should I use Mifid Profiling?

Mifid Profiling fits situations like: tasks that involve Performance optimization.

How do I install Mifid Profiling in Claude Code?

Run `npx skills add SilvioBaratto/optimizer --skill mifid-profiling -a claude-code`. Or copy the skill folder (fund/src/fund/skills/mifid-profiling in SilvioBaratto/optimizer) into .claude/skills/mifid-profiling in your project. Claude Code loads it when a task matches its description.

How do I install Mifid Profiling in Codex?

Run `npx skills add SilvioBaratto/optimizer --skill mifid-profiling -a codex`. Or copy the skill folder (fund/src/fund/skills/mifid-profiling in SilvioBaratto/optimizer) into .agents/skills/mifid-profiling in your project. Codex loads it when a task matches its description.

Can I use Mifid Profiling in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add SilvioBaratto/optimizer --skill mifid-profiling -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/mifid-profiling, .gemini/skills/mifid-profiling, .github/skills/mifid-profiling and .opencode/skills/mifid-profiling in your project.

What does Mifid Profiling need to run?

SKILL.md names no scripts, command-line tools or credentials: Mifid Profiling is instructions for the agent only.

Does Mifid Profiling access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Mifid Profiling safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Mifid Profiling use?

Mifid Profiling has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Mifid Profiling use?

About 798 tokens (SKILL.md is roughly 3.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Mifid Profiling?

Skills that share tags, products or a category with Mifid Profiling: Code Review Checklist (shareAI-lab/learn-claude-code, 78k stars), LLM Torch Profiler Analysis (sgl-project/sglang, 37k stars), Py (crazyguitar/pysheeet, 8.2k stars) and Cmux Debugging Guide (manaflow-ai/cmux, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Mifid Profiling?

SilvioBaratto (a GitHub user) maintains it in SilvioBaratto/optimizer, which has 176 GitHub stars. The repository holds 10 skills in this directory. The repository was last updated on October 7, 2026.

Source: SilvioBaratto/optimizer on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.